Using Dynamic Roles in an Existing Organization
If your site already has an organization context and would like to update the organization context to set up policy rules that use dynamic roles, the access control policy rules for the existing organization and child contexts can be modified using the Policy Administration utility found on > .
After setting new access control policy rules in an organization context that uses dynamic roles, you need to create new application context templates that do not duplicate the rules set at the organization level. To accomplish this you can use the sample templates provided by PTC as described in the previous section. The rules set at the organization level will then be inherited by the child application contexts.
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